S-Docs blog

December 18, 2020

S-Docs 2020 Year In Review

At the risk of using the most cliché word of the year, we’ll say it: 2020 was unprecedented....

December 14, 2020

How Native Salesforce Apps Reduce Total Cost of Ownership

How much did the device you’re using to read these words cost? Seems like a simple question --...

Customer experience

December 8, 2020

6 Key Business Documents You Should Be Automating [Part 2]

A good document automation strategy is crucial for scalable business operations. But you can't...

Document automation

November 30, 2020

6 Key Business Documents You Should Be Automating [Part 1]

Document automation may sound simple, but implementing it into your Salesforce can skyrocket...

Document automation

November 18, 2020

5 Security and Compliance Benefits of Salesforce Document Automation

When an organization first introduces document automation to their Salesforce stack, some...

Document automation

November 4, 2020

Introducing The S-Docs Template Editor UI Refresh

Here at S-Docs, we believe in continuous product innovation to meet the ever-changing needs of...

October 23, 2020

How To Create A Stunning Statement Of Work In Salesforce

Certain documents just make life easier. For salespeople, these include sales quotes and...

October 19, 2020

Salesforce Influencer Spotlight: Melissa Hill Dees

Welcome back to another S-Docs Salesforce Influencer Spotlight, where we highlight some of the most...

Salesforce MVP Spotlight: Scott Luikart

October 6, 2020

Salesforce MVP Spotlight: Scott Luikart

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

September 29, 2020

Salesforce MVP Spotlight: Gemma Blezard

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

September 18, 2020

How To Use Salesforce For Project Management

When you hear the word “Salesforce,” you probably think of the tool that helps you or your users...

September 9, 2020

Salesforce MVP Spotlight: Joy Shutters-Helbing

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

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August 31, 2020

How Native Salesforce Apps Drive Innovation

You’ve probably heard about the ever-increasing pace of change. New ideas and technologies are...

Salesforce MVP spotlight: Brendan Conroy

August 23, 2020

Salesforce MVP Spotlight: Brendan Conroy

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

Salesforce MVP spotlight: Charly Prinsloo

August 11, 2020

Salesforce MVP Spotlight: Charly Prinsloo

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

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How to Design a Professional Quote in Salesforce

“It’s not about having the right opportunities. It’s about handling the opportunities right.” ...

Salesforce MVP Spotlight: Eric Dreshfield

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

Salesforce MVP Spotlight: Steve Molis

Salesforce is a fantastic platform to work with, but it wouldn’t be where it is today without the...

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10 More Essential Productivity Tips for Salesforce Admins [Part 2]

What’s the main responsibility of a Salesforce admin? If you asked 100 different people, you’d...

People working on a tablet

Salesforce Data Security Best Practices For Financial Services

The financial services industry -- which represented 7.4% of the United States GDP in 2018 -- is...

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10 Essential Productivity Tips for Salesforce Admins [Part 1]

Salesforce admins are some of the most dedicated and hard-working people you can find. We should...

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[Datasheet] Native Salesforce App Architecture and Benefits

As any admin, developer, architect, or even end-user knows, one of Salesforce’s greatest strengths...

Top 10 Things An E-Signature Solution For Salesforce Can Do For You

In sales, extra steps get in the way. Anything that prolongs the sales cycle or causes the...

Salesforce Cybersecurity Best Practices For Healthcare

When people hear the word “healthcare,” it usually brings to mind health clinics and hospitals,...

Upgrading Your Document Generation System? Here’s What You Need To Know

Here’s a short quiz for you:

Digital Solutions For A Changing World

There’s no denying that it’s a strange time for business right now. Largely unknown when 2020...

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How To Evaluate The Security Of AppExchange Apps

There are many things that go into building great customer relationships -- personalization,...

Business As Usual: Tips For Working Remotely

This is a historic time for both our country and the world as we try to navigate the best way...

How US Government Entities Are Using Salesforce In 2022

Although it begins with the word “Sales,” Salesforce is about as far from being a solution...

Customer experience

What Makes E-Signature A Good Fit For Healthcare?

For as long as they’ve existed, corporations from every industry have endeavored to paint...

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Document automation

February 25, 2020

How To Build A Game-Changing Proposal In Salesforce

Ah, the business proposal -- one of the staples of the professional world. Whether they’re ...

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February 17, 2020

E-Signature For Salesforce: 3 Reasons Native Apps Are Better

If you search “e-signature” on the Salesforce AppExchange, about 40 different apps will pop up on...

February 11, 2020

How 2009 Changed The Salesforce AppExchange Forever

With over 5,000 solutions available and more than 7.5 million downloads (and counting!), the...

February 4, 2020

Safeguarding Your Salesforce Data: Best Practices for Government Entities

Data security, cybersecurity, information security -- whichever term you use, you probably know...

Document automation

January 28, 2020

How Accounting and Legal Departments Can Simplify Contract Creation in Salesforce

It’s a well-known fact that Salesforce has the potential to be a lifesaver for any organization....

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Document automation

January 21, 2020

How to Design a Beautiful Document

We’ve all been there before -- you receive an email from a sales representative, download an eBook,...

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Operational efficiency

January 17, 2020

S-Docs 2019 Year in Review

Although it feels like 2019 began only yesterday, we’ve already rounded out another successful year...

January 13, 2020

Ebook: 20 Life Hacks Every Salesforce Admin Should Know

Whether you’ve been a Salesforce admin for fifteen months or fifteen years, you know in this...

Document automation

December 5, 2019

What Tech Is Trending In Government?

3 Solutions Modernizing the Public Sector Have you ever wondered what’s trending in government...

December 4, 2019

Our Dreamforce 2019 Highlights

Now that Dreamforce 2019 is over, there’s only one thing we’re aiming for over the next 343 days: ...

Document automation

October 31, 2019

3 Tricks to Impressing Your Team and Consistently Over-Delivering

It’s a good feeling when you can go above and beyond what’s asked of you. Especially when it’s a...

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October 22, 2019

Tips From S-Docs To Make Dreamforce ’19 A Success

Dreamforce 2019 kicks off on November 19th--that’s less than a month away! As we get hyped for the...

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October 9, 2019

S-Docs is proud to be part of the Pledge 1% movement

If you’re familiar with S-Docs, then you know we are in the business of improving. Improving...

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Document automation

September 27, 2019

What Salesforce Document Automation Can Teach You About Embracing Change

When was the last time you learned a new skill, tried out a new hobby, attempted to use a new...

Document automation

August 30, 2019

Close Deals Faster With A Document Generation App – 5 Helpful Tips

Remember that iconic line from 1992 film Glengarry Glen Ross? “ABC: Always be closing.”

August 15, 2019

5 Reasons You Need to Digitize Your Business

When is the last time you heard the word digitize? Truth be told, other than ‘digitization’ being...

Customer experience

Inside the S-Docs Intern Program That’s Boosting Customer Experience

Have you met the 2019 S-Docs interns? If you’re a current S-Docs customer, or even if you’re...

Document automation

Searching for an Easy Document Generator for Salesforce? We’ve Got You.

When was the last time you started looking for something you thought would be a simple, but wound...

4 Ways Native Salesforce Apps are Transforming the Healthcare Industry

If you’ve been to the doctor recently, you’ve likely noticed some new technology. Paperwork that...

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Customer experience

Document Automation in Healthcare: 3 Patient Data Benefits You’ll Love

In the healthcare industry, the number one key to success is maintaining patient satisfaction....

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Document automation

Whitepaper: Automate These 3 Documents and Your Team May Throw You a Party

What’s better than being recognized at work? Few things make us feel more validated than receiving...

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Document automation

Are Document Creation Apps As Important As Sleep?

There’s one human function crucial to our livelihood that is often underestimated – a healthy...

Can a Native App Help Overcome a Tedious Software Approval Process?

If you’ve ever tried to enact change at work, you know it can be an arduous process. Something as...

Document automation

Salesforce Hack: How to Increase Productivity through Automation

In the current age of technology, there seems to be an app for everything. Even though the world as...

Document automation

Work smarter not harder — the Salesforce help your team needs

Imagine this — you manage a team of ambitious, go-getting salespeople who use Salesforce all day,...

Always choose the Native App on the AppExchange — Here’s why

The world's biggest search engines understand that results they list are not created equal, so they...

Document automation

January 29, 2019

6 Benefits of a Financial Services Document Generation App

Asking why a company that’s in the business of managing money for clients should use a financial...

January 15, 2019

5 best Salesforce apps you should install now

Here at S-Docs, we are a business built on creating and selling. It’s quite common for people to...

Document automation

January 8, 2019

6 Benefits of a Salesforce Document Generator

Think about the last time you bought a car. Chances are you worked with a salesperson while...

Person looking at a whiteboard

December 17, 2018

How to choose the best apps on the AppExchange

The Salesforce AppExchange has well over 3500 apps. While this number may seem small when compared...

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Document automation

September 14, 2018

A Salesforce Document Generation App Will Change Your Life – Really!

You know those campy infomercials where an exasperated actor looks at the camera and screams out in...

Document automation

September 14, 2018

Document Creation and the Salesforce Admin Hero

There are many skills necessary to be a great Salesforce Administrator. Perhaps one of the most...